Small Cap Snipa @SmallCapSnipa
Breaking down trends, earnings, data centers & everything moving the market | AI +trending stories | Follow @stocksnipa Miami, FL Joined February 2021-
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@matthew_sigel Promising for the entire AI ecosystem
$MU CEO Sanjay Mehrotra said that we are in the early stages of AI with exciting possibilities in robotics, humanoids, and fully autonomous vehicles: “We are only in the early innings of the significant innovation that can be unleashed in every part of the global economy. Data center driven growth will be increasingly complimented by AI enabled features in smartphones, high-end PCs and new consumer devices. DRAM and NAND industry demand continues to significantly exceed industry supply.”
$MU revenue growth is insane... 🚀 Cloud Memory: +307% YoY Core Data Center: + 653% YoY Mobile & Client: +254% YoY Automotive: +311% YoY CEO Sanjay Mehrotra expects demand will continue to outweigh supply beyond calendar 2027
$MU REPORTS RECORD DATA CENTER REVENUE OF $11.52 BILLION UP FROM $5.68 BILLION LAST QUARTER +635% YoY Insane
$MU is guiding $50 BILLION in revenue for next quarter Be prepared for gigawatt-scale compute infrastructure to come online over the next 24 months
$MU REPORTS RECORD DATA CENTER REVENUE OF $11.52 BILLION UP FROM $5.68 BILLION LAST QUARTER +635% YoY Insane
Space & drone stocks are offering insane discounts to investors who thought they “missed the move” $PL: from $52 to $26 $RKLB : from $151 to $85 $ASTS : from $134 to $67 $ONDS : from $14 to $7’s $KTOS: from $134 to $49 If you still believe in the thesis, here is your second chance
$GEV NATURAL GAS TURBINES ARE SOLD OUT TILL 2029 👀 “All of the hyperscalers are using natural gas to power their AI data centers” By 2030 it’s projected that one-third of AI data centers will be powered by onsite generation
@Para_Capital Backlog is insane
@RoostersX @danroberts0101 I am in agreeance
$CBRS CEO ON THE COMPANY’S MAIN CONSTRAINT: “Demand is not the constraint. Supply is not the constraint. The constraint is data centers.”
Successful investors thrive on days like today: $IREN -5% $NBIS -6.5% $CIFR -6.5% $SLNH -8% $AAOI -7% Demand for data centers hasn’t changed Demand for cloud compute hasn’t changed Demand for BTM generation hasn’t changed Demand for silicon photonics hasn’t changed The only thing that’s changed is short term price action
@PSInvestor If the thesis hasn’t changed, why not?
@PSInvestor I just added $ASTS at 68.59 Let’s see how this goes
$ASTS is now down 30% since the SpaceX IPO
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فَاسْتَجَا�... @3QQQQQ3
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